DG
DG

Daniel Goeman

32 Years of Experience
Sioux Falls, SD
Broker

Daniel Goeman is a registered investment advisor at Morgan Stanley, based in Sioux Falls, SD, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

300 Cherapa Place, Suite 503, Sioux Falls, SD, 57103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Daniel is involved in several investment-related activities, including managing director of VGG Enterprises, owner of rental properties through Nikoseeklu, LLC and other entities, and co-director of LDG Plaza, LLC. He also serves as a director for Sioux Falls Cyclones Inc, a non-profit promoting youth baseball, dedicating a few hours per week.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
June 2008 - June 2009 · 1 yr
Morgan Stanley & CO. IncorporatedBroker
May 2008 - June 2009 · 1 yr 1 mo
Citigroup Global Markets INC.
January 2001 - June 2008 · 7 yrs 5 mos
Citigroup Global Markets INC.Broker
September 1999 - June 2008 · 8 yrs 9 mos
Mesirow Financial, INC.Broker
December 1993 - September 1999 · 5 yrs 9 mos
Mesirow Investment Services, INC.Broker
November 1993 - January 1994 · 2 mos
State Registrations28 states
AKAZCACODEFLIAIDILKSMDMIMNMOMTNCNDNENMOKORPASDTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Daniel Goeman - Financial Advisor | TrueAdvisor